Investment Consultant Specialist

Working with clients to identify their unique investment goals. Formulating investment strategies based on client goals. Issuing client documents, including monthly or yearly portfolio reports. Managing client documents for tax reporting. Suggesting investment products based on client needs. Analyzing various markets and conducting research. Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age. Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Australian Property Distribution Sdn Bhd (APDM) is part of Australian Property Distribution Pty Ltd (APDA). APDA is a Land Developer in Perth with property management experience spanning more than 20+ years. Australian Property Distribution Sdn Bhd (APDM) operates as a foreign strategic partner to APDA and helps with both outbound and inbound business development in 3 major Geographical areas: APAC, Middle East, and Europe.Bachelor's or Equivalent